TJ Brooks
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This definitely seems like something we would do as part of “Company” support where if only a Company name is added, then it would change to a Company icon rather than a Contact icon.
An error occurred while saving the comment TJ Brooks supported this idea ·
Currently the system reads contacts as customer (contact)->job.
We manage projects for one customer that involves multiple people. We also provide alternate services to these customers and never communicate about a job based on the contact but instead by the property.
I propose changing the entity hierarchy to companies->properties (contacts listed for both company/property->Jobs.
This will allow us to communicate as we normally would in regards to customers.
Example:
Customer (Company): CBRE
Properties: 100 main
2394 west way
4857 east way
Both the company and the property could have contacts assigned to them and jobs would be located exclusively under a property. The way it's set up now, will prevent our team from purchasing JobNimbus despite it being a fantastic tool.